Supporting Transitions in Wealth Management
Navigating change is crucial for any wealth management business, whether it’s succession planning, growth, or exploring exit strategies. At Capital & Trust, we offer bespoke support for firms contemplating sale, merger, or acquisition. Our expertise guides wealth management businesses through these transformations with precision and care.
Proven Experience in Wealth Investment Management M&A
With a robust track record in M&A wealth management, we have facilitated numerous successful deals in the wealth management and financial planning sectors. Our expertise and extensive network allow us to navigate complex negotiations, ensuring optimal outcomes for our clients. Our reach extends across the UK, EU, and internationally, handling transactions ranging from hundreds of thousands to multi-million-pound deals.
What Makes Us Different
Our approach is rooted in trust and proven processes. We connect you with pre-qualified, sector-specific buyers, ensuring confidentiality through a comprehensive NDA process. Our understanding of typical transaction structures, such as earn-outs and AUA-based valuations, is unmatched. We operate within FCA-regulated environments, ensuring all compliance standards are met.
For more information on other services we offer, see our Selling page.
“Planning is bringing the future into the present so that you can do something about it now.”
M&A for Your Wealth Management Business
Whether you’re an independent financial adviser (IFA), a discretionary fund manager, or a multi-partner practice, our tailored support is designed to align with your unique goals, from strategic growth to successful exit planning. We specialise in connecting growth-focused buyers with legacy-focused sellers, ensuring seamless transitions that preserve client relationships, maintain business continuity, and maximise value for all parties involved. With our expertise, you can confidently navigate the complexities of mergers and acquisitions while achieving your long-term objectives.
Value Realisation & Business Exit Options
Realising the full value of your business through M&A requires market-aligned valuation approaches, strategic planning, and meticulous preparation for due diligence. Our expert guidance helps you structure your business for sale with precision, ensuring you achieve the best possible outcome without compromising your long-term goals or business legacy.
Our Process, Tailored to Your Goals
Our process is meticulously designed to align with your specific goals, ensuring confidentiality, smooth transitions, and personalised support. We guide you through every stage, including legal, financial due diligence, and strategic planning, to achieve a successful outcome.
We offer many services that are tailored to your needs, including Accountancy and Insurance.
Our Buyer Network
Our extensive buyer network includes over 300 active buyers, specialising in the wealth and investment sectors. This diverse group consists of private equity firms, consolidators, family offices, and high-net-worth individuals. All buyers are pre-screened to ensure quality and are bound by strict NDAs, safeguarding confidentiality throughout the process. Our network is designed to connect you with serious, qualified buyers who are actively seeking investment opportunities, ensuring a smooth and secure transaction from start to finish.
For more information, see our Buying page.
Ready to Explore Your Options?
If you’re considering a sale or merger, we invite you to start a confidential discussion with us today. Our experienced team is here to guide you through every step of the process. Expect a response within 24 hours. Contact us now to begin your journey.
Testimonials
See what our clients have to say
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Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.
Jamie Philip
Saltus Financial Planning Limited
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When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.
Craig Gibson
AGL Wealth Management Ltd
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We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.
John Hughes
Omnium Capital Limited